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Automatic Data Processing

Name Holding Trade Value Shares
Change
Change in
Stake
KWM
1351
KFG Wealth Management
Indiana
$785K -$50.7K -194 -6%
BMCM
1352
Burns Matteson Capital Management
New York
$784K -$27.2K -104 -4%
LA
1353
Lane & Associates
New Jersey
$779K +$246K +941 +50%
GWMR
1354
GC Wealth Management RIA
Massachusetts
$778K -$37.9K -145 -5%
TPWM
1355
Twelve Points Wealth Management
Massachusetts
$777K – – –
WPW
1356
Waldron Private Wealth
Pennsylvania
$776K +$24.3K +93 +3%
GIM
1357
Guardian Investment Management
California
$775K – – –
M
1358
MOTCO
Texas
$768K – – –
LI
1359
LMCG Investments
Massachusetts
$765K – – –
MPWT
1360
MassMutual Private Wealth & Trust
Connecticut
$765K +$88.1K +337 +14%
SB
1361
Sunflower Bank
Texas
$762K -$11.5K -44 -2%
FWTB
1362
First Western Trust Bank
Colorado
$758K -$51.5K -197 -7%
MRCM
1363
M&R Capital Management
New Jersey
$757K +$2.88K +11 +0.4%
LAM
1364
LifePro Asset Management
California
$757K +$1.05K +4 +0.1%
PP
1365
Patron Partners
Texas
$755K -$8.63K -33 -1%
MWM
1366
Meridian Wealth Management
Kentucky
$754K +$713K +2,725 New
BEW
1367
Burton Enright Welch
California
$752K -$27.5K -105 -4%
JWM
1368
Jeppson Wealth Management
California
$750K -$1.31K -5 -0.2%
EIA
1369
Edgemoor Investment Advisors
Maryland
$747K – – –
RB
1370
Rodgers Brothers
Pennsylvania
$746K – – –
MCM
1371
Maple Capital Management
Vermont
$746K -$262 -1 -0%
WIM
1372
WealthPlan Investment Management
Nebraska
$745K +$2.62K +10 +0.4%
SAM
1373
Synergy Asset Management
Washington
$744K – – –
Loomis, Sayles & Company
1374
Loomis, Sayles & Company
Massachusetts
$738K -$524K -2,002 -43%
FHA
1375
Flagship Harbor Advisors
Massachusetts
$733K +$29.3K +112 +4%